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May 29th is a Nationwide Celebration of 529 Day

May 29th is a Nationwide Celebration of 529 Day

by Matt Gazaway CFP (TM) | May 27, 2024 | Uncategorized

Ask a financial professional about the benefits of 529 college savings plans May 29th marks the nationwide celebration of 529 Day, an opportunity to highlight the many benefits of 529 college savings plans. As higher education costs continue to soar, many parents find...
Wondering How to Finance Your Small Business or Side Hustle? 

Wondering How to Finance Your Small Business or Side Hustle? 

by Matt Gazaway CFP (TM) | May 20, 2024 | Featured

Having a small business or side hustle can be a great way to increase your income. Even though the old saying goes, “It takes money to make money,” what if you just don’t have the extra cash on hand to put things in motion? Below are some tips to...
The Philanthropic Mindset: How to Give Well and Wisely 

The Philanthropic Mindset: How to Give Well and Wisely 

by Matt Gazaway CFP (TM) | May 13, 2024 | Uncategorized

Having a desire to give and a philanthropic mindset are both important qualities to possess in modern society. With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely...
Retirement Planning: The Ultimate Endless Summer Adventure

Retirement Planning: The Ultimate Endless Summer Adventure

by Matt Gazaway CFP (TM) | May 6, 2024 | Uncategorized

If you’re like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had a happy childhood. If not, try to imagine how it might be if your childhood was idyllic. And what if...

Recent Posts

  • October 2024 Investment Changes
  • Retiring on Your Own Terms: 7 Ways You Can You Work Toward an Early Retirement
  • May 29th is a Nationwide Celebration of 529 Day
  • Wondering How to Finance Your Small Business or Side Hustle? 
  • The Philanthropic Mindset: How to Give Well and Wisely 

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